What is a Guest?

Guests are a great way to bring outside people (such as clients, vendors, VA’s or freelancers) into work with you on a single workflow run, or on tasks within workflow runs, for free!

Guests can only see and interact with workflow runs they are assigned to, including checking off subtasks, completing tasks, commenting, adding attachments or uploading files.

They will be part of your Process Street organization with very limited access and will be required to log in to access the tasks or workflow runs you have assigned to them.

Users: You need to be an Administrator to access the organization manager page and invite users to your organization.

What can guests do?

Guests can view workflows, and access workflow runs or tasks that they have been assigned to work on.

They have their own inbox and access to the Reports area, both of which are limited to the workflow runs or tasks they have been assigned to.

Guests do not have access to Pages or your Library.

If you’d like users to have more access, consider adding them as a free member or a full member instead.

Are there any limits for guests?

You can invite unlimited guests to your organization, on any plan (free or paid).

In a given month, you can assign 5 guests to active workflow runs or tasks, per paid seat (Full Member or Admin).

You cannot pre-assign guests to tasks in the workflow editor, or to workflow runs when using the scheduling tool (you can only do this for full members or admins). Guests can only be assigned to workflow runs or tasks once a workflow has been run.

Guests are not included in the “All Members” default group.

How to invite guests

You can invite guests from the organization users page. 

To open your organization manager, click your profile picture in the upper right corner of your screen, then click “Settings“. You will be taken straight to your “Members & Guests” tab.

To invite a new guest to work with you, first you need to invite them as a free member, then demote them to a guest.

Type their email address in the field provided. Next, check the “Invite as free member” checkbox and then click “Invite” as shown below.

You’ll receive a flash notification at the top of your screen to confirm that their invite has been sent. Now you can demote them to a guest, as shown above.

Promote a guest

To promote a guest to a free member or full member, click the dropdown next to their name and make your selection.

You should only promote someone to an admin if you are happy for them to have full access to your organization and billing.

Note: When you promote a guest to a full member, they will no longer be a free user. When you do this partway through your billing cycle, you will pay pro-rata for them, based on your monthly or yearly subscription price.

Read more about the difference between guests and members.

Remove a guest

A guest can be removed from your organization entirely (and any workflow runs or tasks they are assigned to) using the remove user icon shown below.

If you don’t need someone to be part of your organization or you don’t want them to have to log in to Process Street, you may want to consider sharing workflows or workflow runs with them as an anonymous user.

Now that you’ve added your new guest, you can share this article with them to help them get started using Process Street. It explains the basics of what they can see and do when they first log in.


 

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